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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$1.99M 8,749 -369 -4%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$1.98M 8,715 +1,651 +23%
NAM
253
Nissay Asset Management
Japan
$1.97M 8,671 +156 +2%
FZCM
254
Flynn Zito Capital Management
New York
$1.97M 8,634 – –
PAS
255
Park Avenue Securities
New York
$1.96M 8,591 -1,273 -13%
MCM
256
Monument Capital Management
Virginia
$1.95M 8,565 +8,565 New
Allianz Asset Management
257
Allianz Asset Management
Germany
$1.91M 8,396 -1,475 -15%
DIA
258
Dana Investment Advisors
Wisconsin
$1.91M 8,387 -241 -3%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$1.9M 8,362 +74 +0.9%
ASN
260
Advisory Services Network
Georgia
$1.9M 8,360 +190 +2%
AAMU
261
AEGON Asset Management (UK)
United Kingdom
$1.89M 8,307 +8,307 New
SLI
262
Sumitomo Life Insurance
Japan
$1.86M 8,174 -235 -3%
OLA
263
Oliver Luxxe Assets
New Jersey
$1.86M 8,152 +48 +0.6%
DekaBank Deutsche Girozentrale
264
DekaBank Deutsche Girozentrale
Germany
$1.86M 8,184 -1,715 -17%
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$1.85M 8,140 +238 +3%
PP
266
PDT Partners
New York
$1.84M 8,104 -3 -0%
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$1.81M 7,965 -428 -5%
VPIM
268
Vanguard Personalized Indexing Management
California
$1.79M 7,859 -2,228 -22%
CAN
269
Cetera Advisor Networks
California
$1.71M 7,497 -264 -3%
FHB
270
First Hawaiian Bank
Hawaii
$1.7M 7,490 -945 -11%
AIM
271
Anchor Investment Management
South Carolina
$1.63M 7,146 +3,892 +120%
P
272
Pitcairn
Pennsylvania
$1.58M 6,952 -557 -7%
FC
273
FORA Capital
Florida
$1.57M 6,916 +6,916 New
PP
274
Prudential plc
United Kingdom
$1.55M 6,828 -2,002 -23%
Robeco Institutional Asset Management
275
Robeco Institutional Asset Management
Netherlands
$1.55M 6,823 -892 -12%
9 10
11
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